Topo

Financial Planning and Analysis

• Act as a thought partner to company leaders and assist them in making strategic decisions that will help their companies find product-market-fit and accelerate growth
• Own and update portfolio company financial models and budgets
• Work with CEOs to determine key metrics and levers to influence change
• Plan for and execute fundraising objectives
• Communicate key updates to company board members
• Oversee accounting functions including accounts payable and accounts receivable
• Manage monthly close process, analysis and reporting
• Analyze & monitor cash flow and expense management

Senior Financial Analyst

• Design, launch, and lead Topo Advisors' tax advisory practice
• Develop the service offering, fee structure, and go-to-market strategy for tax services
• Build and mentor a team of tax professionals as the practice grows
• Serve as the primary tax advisor to a book of clients including preparation and review of tax returns
• Provide strategic tax planning guidance on M&A transactions, entity structure, equity compensation, and capital events
• Lead engagements around federal and state income tax, pass-through entities, R&D credits, and international tax matters
• Collaborate with Topo Advisors' accounting and finance teams on cross-functional client matters
• Contribute to firm-wide business development and brand-building efforts
• Stay ahead of regulatory changes and proactively communicate implications to clients and colleagues

Senior Financial Analyst

Director, Tax